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2,188 hedge funds and large institutions have $88.7B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 932 increasing their positions, 801 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $997M

16% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 801

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.2%)

4% less funds holding

Funds holding: 2,2792,188 (-91)

18% less capital invested

Capital invested by funds: $108B → $88.7B (-$19B)

25% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 217

50% less funds holding in top 10

Funds holding in top 10: 6432 (-32)

Holders
2,188
Holders Change
-91
Holders Change %
-3.99%
% of All Funds
29.34%
Holding in Top 10
32
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-50%
% of All Funds
0.43%
New
163
Increased
932
Reduced
801
Closed
217
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
2376
Coppell Advisory Solutions
Texas
-$181K -546 Closed
OC
2377
Oarsman Capital
Wisconsin
-$178K -536 Closed
RCM
2378
Raleigh Capital Management
North Carolina
-$163K -491 Closed
WWA
2379
Wingate Wealth Advisors
Massachusetts
-$161K -485 Closed
HI
2380
Human Investing
Oregon
-$140K -421 Closed
NWWA
2381
New Wave Wealth Advisors
Arkansas
-$127K -383 Closed
LDB
2382
Lee, Danner & Bass
Tennessee
-$107K -322 Closed
FFA
2383
Fairfield Financial Advisors
Massachusetts
-$71.4K -215 Closed
DP
2384
Denver PWM
Colorado
-$71K -214 Closed
KG
2385
Kieckhefer Group
Wisconsin
-$66.4K -200 Closed
TCG
2386
Transcendent Capital Group
Oklahoma
-$57.7K -174 Closed
SC
2387
Stance Capital
Massachusetts
-$56.4K -170 Closed
FLP
2388
Financial Life Planners
Arizona
-$47K -142 Closed
PCWA
2389
Pacific Capital Wealth Advisors
California
-$45.5K -137 Closed
TAM
2390
Tucker Asset Management
Colorado
-$44.1K -133 Closed
SFO
2391
Standard Family Office
South Dakota
-$39.8K -120 Closed
RWPA
2392
Richard W. Paul & Associates
Michigan
-$38.5K -116 Closed
DWA
2393
Delos Wealth Advisors
Texas
-$33.2K -100 Closed
EBA
2394
Eagle Bay Advisors
New York
-$30.5K -92 Closed
BC
2395
Bayforest Capital
United Kingdom
-$29.5K -89 Closed
FIA
2396
FPC Investment Advisory
California
-$19.3K -59 Closed
BFPW
2397
BOK Financial Private Wealth
Colorado
-$9.29K -28 Closed
TCM
2398
Tributary Capital Management
Nebraska
-$8.3K -25 Closed
CWP
2399
Clark Wealth Partners
Illinois
-$7.3K -22 Closed
PS
2400
Pinney & Scofield
Massachusetts
-$5.31K -16 Closed

ETN Hedge Fund Activity: Q1 2025 in Review

2,188 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2025, worth a combined $88.7B — down 18% from $108B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of ETN and 163 opened new positions — a net loss of 54 holders — while 801 trimmed existing stakes and 932 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.28B. The largest seller was Capital World Investors, exiting entirely with an estimated $1.36B sold.

  • 2,188 institutional investors held Eaton (ETN) as of Q1 2025, down from 2,279 in Q4 2024.
  • Funds reported $88.7B of Eaton stock for Q1 2025, down 18% quarter-over-quarter.
  • 163 funds opened new Eaton positions in Q1 2025 and 217 closed out, a net change of -54 holders.
  • The largest Eaton buyer in Q1 2025 was JP Morgan Chase, an estimated $1.28B added.
  • The largest Eaton seller in Q1 2025 was Capital World Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2025.